VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 842 filers reported holding VANGUARD STAR FDS in Q1 2022. The put-call ratio across all filers is 1.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,300,920 | -7.4% | 80,361 | -2.9% | 0.33% | -5.1% |
Q2 2023 | $4,642,807 | +4.9% | 82,789 | +3.3% | 0.35% | +2.6% |
Q1 2023 | $4,425,302 | +7.2% | 80,154 | +0.4% | 0.34% | +2.7% |
Q4 2022 | $4,128,911 | +17.5% | 79,832 | +4.0% | 0.33% | +0.3% |
Q3 2022 | $3,513,000 | -8.9% | 76,753 | +2.7% | 0.33% | +2.1% |
Q2 2022 | $3,858,000 | -12.3% | 74,758 | +1.5% | 0.33% | +0.9% |
Q1 2022 | $4,401,000 | -6.2% | 73,667 | -0.2% | 0.32% | +21.0% |
Q4 2021 | $4,693,000 | +2.2% | 73,804 | +1.7% | 0.27% | -4.6% |
Q3 2021 | $4,593,000 | -4.9% | 72,606 | -1.3% | 0.28% | -7.3% |
Q2 2021 | $4,829,000 | +5.9% | 73,530 | +1.1% | 0.30% | -5.6% |
Q1 2021 | $4,561,000 | +3.8% | 72,747 | -0.4% | 0.32% | -3.0% |
Q4 2020 | $4,395,000 | +22.4% | 73,057 | +6.2% | 0.33% | +5.8% |
Q3 2020 | $3,590,000 | +4.0% | 68,804 | -2.0% | 0.31% | -6.9% |
Q2 2020 | $3,451,000 | +19.6% | 70,181 | +2.0% | 0.34% | +5.3% |
Q1 2020 | $2,886,000 | -27.3% | 68,786 | -3.5% | 0.32% | -19.1% |
Q4 2019 | $3,968,000 | +704.9% | 71,255 | +646.8% | 0.39% | +219.5% |
Q3 2019 | $493,000 | -89.1% | 9,542 | -88.9% | 0.12% | -73.1% |
Q2 2019 | $4,526,000 | +3.6% | 85,807 | +1.9% | 0.46% | +1.8% |
Q1 2019 | $4,367,000 | +12.1% | 84,175 | +2.1% | 0.45% | -3.2% |
Q4 2018 | $3,894,000 | +305.6% | 82,472 | +366.3% | 0.46% | +72.2% |
Q3 2018 | $960,000 | – | 17,686 | – | 0.27% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Louis-Dreyfus Family Office LLC | 649,796 | $38,819,000 | 46.42% |
OIKOS HOLDINGS LLC | 1,755,436 | $104,870,000 | 32.63% |
Mosaic Advisors LLC | 393,628 | $23,515,000 | 26.58% |
Sageworth Trust Co | 5,057,564 | $302,139,000 | 23.56% |
SAM Advisors, LLC | 636,899 | $38,048,000 | 16.46% |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 508,164 | $30,358,000 | 16.09% |
Gibson Wealth Advisors LLC | 207,344 | $12,387,000 | 12.64% |
UNIVEST FINANCIAL Corp | 723,488 | $43,221,000 | 12.18% |
CHERRYDALE WEALTH MANAGEMENT, LLC | 264,909 | $15,825,000 | 11.61% |
Family CFO Inc | 170,696 | $10,197,000 | 10.35% |